Certior Financial Group, LLC

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Assets Under Management

$388.0M

Number of Clients

491

Number of Advisors

Average Client AUM

$790K

AUM per Advisor

$55.4M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

CFG offers personalized financial planning and asset management services, building strong client relationships through customized services and a collaborative process. Financial planning is multi-disciplined and hands-on. Asset management aims to achieve reasonable returns while mitigating downside risk.

Fee Structure

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Location

20104 Valley Forge Circle, King of Prussia, PA, 19406

7 Advisors at this firm

CFP

Adam Scott Peltzman

Avi No Middle Name Kantor

CFA

Elizabeth Miriam Katrina Shamir

Gary Phillip Gallagher

Kristen Voigtsberger

CFP